At a Glance
- Tasks: Lead client projects from contract to delivery, shaping solutions and managing relationships.
- Company: Dynamic company specialising in regulatory and tax reporting solutions.
- Benefits: Hybrid work model, competitive salary, and opportunities for professional growth.
- Other info: Join a small, close-knit team where your influence is valued.
- Why this job: Make a real impact by delivering tailored solutions for enterprise clients.
- Qualifications: Experience in client-facing technical roles, SQL, and data modelling.
The predicted salary is between 40000 - 50000 £ per year.
Our client builds specialist regulatory and tax reporting solutions for enterprise clients across banking, legal, construction, and manufacturing. This is a newly shaped senior role sitting at the heart of their Belfast-based Client Delivery team, bridging implementation and customer success.
You will own client engagements end to end, from signed contract through build and delivery, before transitioning accounts into ongoing support. Working across three to four concurrent projects, you will serve as the primary delivery contact for external stakeholders while holding the technical capability to shape, build, and improve the solutions yourself.
The team is small (five people total, four based in Belfast), which means your influence on delivery standards, ways of working, and technical quality will be felt immediately.
- Taking clients from contract signature through full implementation, managing scope and delivery milestones across multiple concurrent engagements
- Gathering and translating complex client data requirements into well-structured, maintainable data models and reporting solutions
- Working hands-on with client datasets using SQL, Power BI, and data modelling techniques to build and configure customised outputs
- Managing external stakeholder relationships, including resistant or change-averse contacts, with strong commercial and emotional intelligence
- Collaborating remotely with clients and internally with a close-knit Belfast team, with very limited travel required
Required skills:
- Data querying
- SQL
- Power BI
- Data modelling
- Proven track record delivering client-facing technical solutions, ideally in SaaS implementation, technical consulting, professional services, or an advanced technical support environment
- Hands-on experience working directly through client datasets, personally gathering requirements, asking the right data questions, and building or shaping the resulting data models
- Strong understanding of scope management and the ability to balance delivery deadlines with excellent customer service across multiple concurrent projects
- Strong commercial awareness and communication skills
Hybrid working with three days per week onsite in Belfast. The majority of client interaction is conducted remotely, with very limited travel.
Customer Service Advisor - Working From Home - Banking in Belfast employer: Ocho
Contact Detail:
Ocho Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer Service Advisor - Working From Home - Banking in Belfast
✨Tip Number 1
Network like a pro! Reach out to people in the industry, especially those already working in client delivery roles. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Show off your skills! If you’ve got experience with SQL or Power BI, don’t just mention it—bring it to life. Share examples of how you've used these tools to solve problems or improve processes in past roles.
✨Tip Number 3
Prepare for the interview by understanding the company’s products and services. Dive into their client delivery process and think about how you can contribute to their success. This shows you’re genuinely interested!
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take that extra step to connect directly with us.
We think you need these skills to ace Customer Service Advisor - Working From Home - Banking in Belfast
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the job description. Highlight your experience with SQL, Power BI, and client engagement to show us you're the right fit for the role.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re passionate about this position. Share specific examples of how you've successfully managed client relationships and delivered technical solutions in the past.
Showcase Your Technical Skills: Don’t forget to mention your hands-on experience with data modelling and querying. We want to see how you’ve used these skills to solve real-world problems for clients.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team.
How to prepare for a job interview at Ocho
✨Know Your Stuff
Make sure you brush up on SQL, Power BI, and data modelling techniques. Be ready to discuss how you've used these tools in past roles, especially in client-facing situations. The more specific examples you can provide, the better!
✨Understand the Client's Needs
Before the interview, research the company and its clients. Think about how you would gather and translate complex data requirements into solutions. Show that you can empathise with clients and understand their challenges.
✨Showcase Your Communication Skills
Since this role involves managing external stakeholder relationships, practice articulating your thoughts clearly. Prepare to discuss how you've handled resistant or change-averse contacts in the past, demonstrating your emotional intelligence.
✨Be Ready for Scenario Questions
Expect questions that ask you to solve hypothetical problems related to project management and client delivery. Think through your approach to balancing delivery deadlines while maintaining excellent customer service across multiple projects.